Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (118546)	2/25/2001 2:48:18 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

That is much closer to my position. OK so we are in agreement you stated Amazon will have net operating margins of 10%. No need to define "extremely profitable" agreed? Glenn

To: Bill Harmond who wrote (118546)	2/25/2001 4:38:56 PM
From: Glenn D. Rudolph	Respond to of 164684

To:Jan Crawley who wrote (12781) From: William Harmond Friday, Aug 7, 1998 12:07 AM View Replies (2) \| Respond to of 118566 >>I would like to hear your "opinion" re-Amzn, I asked before. Of course, it is none of my business if you wish to or not. It's not clear to you by now that I am very bullish on Amazon? I have been sharing my opinions here for weeks. I've posted that I have been buying it throughout this correction. I'm long more than a couple thousand shares. Technically, Amazon is very strong. It's the strongest mid-cap stock I follow...stronger than Yahoo. During this severe market sell-off, Amazon's price has held above it's July lows. Amazon is the second-most-heavily-accessed commerce site on the web. Business is booming. I've discussed the strength and scalability of Amazon's brand, why I believe Amazon's management is smart to swing for the fences, etc. Perhaps you missed them, or disregarded my opinions as dishonest because I posted them publicly? Or is it that the only voices you hear are the ones ripping Amazon and deprecating anyone who thinks there is a there there? :) Message 5435146

To: Bill Harmond who wrote (118546)	2/26/2001 1:08:20 AM
From: Glenn D. Rudolph	Respond to of 164684

To: e. boolean who wrote (14203) From: William Harmond Friday, Aug 21, 1998 1:00 AM ET Reply # of 115251 >>Their [Amazon's] only hope is that they can prevent the internet from carrying out its ruthless rationalizing of the marketplace. They will not be able to do that, no matter how many shopbots they control or set up alliances with: the internet will be free, anarchic, and inexorable. Most consumers prefer branded goods and services and will pay more for them because of confidence reinforcement. It's the first law of marketing, and it has been proven over hundreds of years. Consider America Online, the highest-priced ISP. Under your theory of market rationalization, AOL's membership should be imploding but it obviously isn't. Until proven otherwise Amazon is the online-retailing category-killer, and as it scales its offerings it will benefit from increasing returns. I think Amazon will amaze you, and the stock is telling the story.